Plans & Billing

The Plans & Billing section in InterVal allows you to manage your subscription, licenses, and payment information efficiently. This guide provides an overview of the features and processes for managing your plan and billing.

1 - Plan Management

The Plan tab helps you oversee and modify your subscription plan and licenses.

A - Current Plan Overview

At the top of the page, you’ll find details about your current plan (see Screenshot Plan Main Page at the top):

• Plan Name: The name of your current subscription plan.
• Number of Licenses: Displays the total licenses included in your plan (marked as 1 in the screenshot).
• Plan Price: Shows the pricing details for your plan.

B - Change Your Plan

Click Change Plan to view available plans (marked as 2).

• Choose between monthly or yearly billing cycles (marked as 1 in the screenshot of the Change Plan Page).
• Select a new plan, such as Essential or Standard (marked as 2).
• Confirm your selection to activate the new plan immediately.

C - Edit Licenses

Click Edit Options to modify the number of licenses. This redirects you to the Users/Licenses section for adjustments (link to the Licenses & Users page for more information).

D - Cancel Subscription

1. Click Cancel Subscription to terminate your subscription at the end of your billing cycle (marked as 4 in the Plan Main Page).
2. A confirmation page will appear, asking for optional feedback about your cancellation reason (refer to Screenshot Cancel Subscription Page).
   • Select a reason or add comments in the text box.
   • Click Cancel Subscription to proceed or Don’t Cancel to return to the previous page.

2 - Billing Management

The Billing tab helps you manage payment details, discounts, invoices, and subscription cancellations.

A - Payment Information

Update or Remove Payment Information:

• Update your payment method by clicking Update (marked as 1 in the Billing Page screenshot).
• Remove a payment method if no longer required.

B - Discounts

Add a discount code by clicking Add a discount code (marked as 2 in the Billing Page).

C - Invoice Management

1. Invoices:
   • View all invoices in the Invoices section (marked as 4 in the Billing Page screenshot).
   • For more invoices, click View more invoices (marked as 5).
   • Click the download icon next to each invoice to download it as a PDF.
2. Edit Invoice Recipients:
   • Add or update the recipient details for invoices by clicking Edit Recipients (marked as 3 in the Billing Page screenshot).

D - Typical Invoice Example

Invoices include:

• Plan details, such as licenses and pricing.
• Pro-rated credits (if applicable) for plan changes during the billing cycle.
• Payment summary, including totals, payments, and balance.
• See the Invoice Screenshot for an example.

E - Cancel Subscription

The cancel option is also available here, providing the same process as described in the Plan section (marked as 6 in the Billing Page screenshot).

3 - Best Practices

1. Monitor Licenses: Regularly review your license needs under the Plan and Users/Licenses tabs to avoid over-purchasing.
2. Invoice Record-Keeping: Keep track of downloaded invoices for bookkeeping purposes.
3. Billing Updates: Ensure payment details are up-to-date to avoid service interruptions.